Branches

Link branch companies to a headquarters entity so consolidated reporting and balance sheet generation treat them as one income-tax group.

Prerequisites

• Headquarters company created on Manage company with location type set to headquarters
• Branch companies share the same income tax number (PAN) as the headquarters
• Branch records exist as separate companies in the grid

Steps

Step 1: Open branch management

1. Go to Company → Manage Companies.
2. On the headquarters row, click the Manage Branches icon ().
3. Confirm the page header shows Branches for the selected headquarters.

Step 2: Add branches

1. Click Add in the branches grid.
2. Select a branch company from the autocomplete list (only companies with matching PAN and non-headquarters location type appear).
3. Save the link.

Step 3: Export branch data

1. Use Export on the company grid when you need a full company package.
2. Generate consolidated statements from Balance sheet after branch data is imported for the same financial year.

Related links

• Manage company
• Financial years
• Export company data
• Balance sheet

Troubleshooting

Symptom	Likely cause	Resolution
"Could not find any applicable branch"	PAN mismatch or no branch companies	Ensure branch companies use the same PAN as HQ and are not marked headquarters
Manage Branches icon missing	Row is not headquarters	Only headquarters location type shows the branches action
Consolidated BS incomplete	Branch FY data not imported	Import each branch for the same FY before generating

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.